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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?


To: aerosappy who wrote (9697)10/18/2001 10:03:14 AM
From: The Ox  Respond to of 23153
 
Sold TXCC at the open. Guided Q4 revs flat with current Q. Not good for the short term and they don't see their market picking up until 2nd half of next year. Not worth the downside risk after the nice % pop. Looks like the market is agreeing with me as the stock is now down 18%.

Dumped ITWO yesterday. Will look to buy back at much lower prices, if it falls enough.

Still haven't bought the patch lately. Forward guidance and falling commodity prices seem to be saying to me, you can buy these companies later this year or early next year.

fwiw....